Pacific Center for Financial Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Pacific Center for Financial Services’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$181K	Buy	7,829 +61	+0.8%	+$1.49K	0.07%	79
2022 Q2	$189K	Buy	7,768 +43	+0.6%	+$1.06K	0.08%	79
2022 Q1	$199K	Buy	7,725 +28	+0.4%	+$753	0.07%	75
2021 Q4	$215K	Buy	+7,697	New	+$214K	0.09%	72

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Pacific Center for Financial Services's PWZ Position: Q3 2022 in Review

Pacific Center for Financial Services increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.79% in Q3 2022, buying an estimated $1.49K and bringing the position to 7,829 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #79.

Pacific Center for Financial Services first reported a position in PWZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $215K in Q4 2021. 68 funds tracked by Wall St. Rank hold PWZ as of Q3 2022.

Pacific Center for Financial Services held 7,829 shares of Invesco California AMT-Free Municipal Bond ETF worth $181K as of Q3 2022.
Pacific Center for Financial Services bought 61 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $1.49K.
Invesco California AMT-Free Municipal Bond ETF made up 0.07% of Pacific Center for Financial Services's portfolio in Q3 2022, its #79 holding.
Pacific Center for Financial Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 4 quarters since.
Pacific Center for Financial Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $215K in Q4 2021.
68 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Pacific Center for Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.